Position
Simplicity Wealth,LLC in Wec Energy Group, Inc.
Back to the book · All holders of WEC
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $47.1K$105.47 → $115.76
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.58K | $482.9K | — | — | — | 0.0% |
| Q1 2026 | 4.65K | $538.7K | $115.76 | $47.1K | $8.68K | 0.0% |